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S&P Capital IQ Excel Plug-in Installation Guide

Temporary Remote Access to S&P Capital IQ

Create S&P Capital IQ Account

  1. Click on the Capital IQ link in the box above.
  2. Enter your email address and hit the submit button:                                                                                                                             Image of where to enter your email address  

 

  1. You will then be prompted to check your email.  Open your email and click on the reset-password link button. Image of where to find the the reset password link

 

  1. Change your password and click the submit button.                                                                              Image of reset password window

 

  1. Return to your email, and click the "LOG IN" button.                                                                Image of where to find login button

 

  1. Log in to your account
  2. You might be prompted to click on a forwarding link. Click on the forwarding link to get to the S&P dashboard.
  3. Accept the S&P Global Terms and Conditions (You will need to check off both boxes before you click the accept button).    Image of the accept terms and conditions window
  4.  You're in!

How To Install S&P Capital IQ Excel Plug-In (PC ONLY)

  1. Make sure that all Office applications on your computer are closed (Excel, Word, PPT, Outlook, etc.)
  2. Login to Capital IQ. 
  3. Click on the download button located on the left menu bar under My Profile.                                                                                         Image of where to find download button

 

  1. Download the Office Add-On (New installer)                                                                                                                                         Image of where to find download link

 

  1. Run Installer > Click Next                                                                                                                                                                                    Image of setup wizard window

 

  1. Agree with License Agreements and click Next                                                                                                                          Image of setup wizard window

 

  1. Leave the install location as default (recommended).  Select all the install options (recommended) and click Next.                            Image of setup wizard window

 

  1. Click Finish to exit install window                                                                                                                                    Image of setup wizard window

 

How to Configure S&P Capital IQ Excel Plug-in (PC ONLY)

  1. Open Excel (and create a blank workbook).
  2. Click on S&P Capital IQ tab. Image of: Click on S&P Capital IQ tab

 

  1. Click on Settings. Image of where to find settings button

 

  1. Enter your S&P Capital IQ Username and Password into the dialog box.  Image of authentication window

 

  1. Click Apply.  If successful, you will be asked to download the S&P Capital IQ Library.  Click yes. Congratulations!  You are done!